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Bryant Willis Kirk

Capacuity LLC

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About Bryant Willis Kirk

Bryant Willis Kirk is a financial advisor in LAKE MARY, FL. Bryant has over 40 years of experience in the financial industry. Bryant has been registered with CapAcuity LLC since July 2018. Bryant is also a licensed insurance agent.

Firm Information

Bryant Kirk is currently registered with Capacuity LLC. CapAcuity LLC is an investment advisor based in LAKE MARY, FL. The firm has 9 licensed agents, 14 investment adviser representatives, and 19 registered representatives. They manage approximately $7,423,956,641 in regulatory assets under management. The firm specializes in providing pension consulting and selection of other advisers, and manages portfolios for businesses. CapAcuity also serves non-qualified deferred compensation plans and pooled investment vehicles.
Capacuity LLC

300 INTERNATIONAL PARKWAY

LAKE MARY, FL 32746

$7.42B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees associated with offset of affiliated broker dealer

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Bryant Kirk’s Registration & Firm History

FL

04/21/2023 - Present

Capacuity LLC (LAKE MARY FL)

FL

01/11/2018 - 08/28/2018

VALMARK SECURITIES, INC. (Heathrow FL)

FL

02/23/2001 - 07/11/2016

NEWPORT GROUP SECURITIES, INC. (HEATHROW FL)

NJ

06/21/1982 - 03/20/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 01/13/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/06/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/1992

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 08/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

BC

Issued 06/17/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryant Willis Kirk.
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